Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Icici Prudential Balance… 1
19.64% 12.95% 13.01% 11.31% 12.17% 20.37% 13.67% 13.69% 12.16% 13.19% 4.59% -1.47% -3.49% 5.67% 0.62 0.65 1.15
Shriram Balanced Advanta… 2
26.45% 12.19% % % % 28.75% 14.26% % % % 7.86% -4.54% -8.04% 1.49% 0.75 0.28 0.52
Tata Balanced Advantage … 3
19.86% 12.50% 13.08% % % 21.55% 14.23% 14.91% % % 6.16% -3.89% -5.00% 3.36% 0.65 0.38 0.74
Nippon India Balanced Ad… 4
22.81% 12.64% 12.03% 10.28% 12.26% 24.31% 14.12% 13.52% 11.63% 13.42% 6.50% -3.85% -5.53% 3.15% 0.65 0.36 0.68
Invesco India Dynamic Eq… 5
24.14% 11.89% 11.20% 9.70% 11.29% 25.79% 13.39% 12.67% 11.15% 12.88% 7.61% -7.25% -7.03% 2.07% 0.76 0.32 0.63
Edelweiss Balanced Advan… 6
24.42% 13.11% 14.89% 12.32% 12.63% 25.93% 14.59% 16.47% 13.77% 13.88% 7.42% -6.51% -7.33% 0.95% 1.00 0.34 0.66
Iti Balanced Advantage F… 7
23.08% 11.57% % % % 25.42% 13.80% % % % 7.81% -8.48% -6.84% 0.54% 0.95 0.28 0.51
Hdfc Balanced Advantage … 8
38.52% 24.25% 19.32% 16.13% 16.21% 39.37% 25.04% 20.06% 16.92% 16.97% % % % %
Aditya Birla Sun Life Ba… 9
19.58% 11.32% 12.20% 9.65% % 20.94% 12.69% 13.53% 10.95% % 6.36% -5.57% -6.23% 1.49% 0.82 0.28 0.55
Motilal Oswal Dynamic Fu… 10
25.61% 10.19% 9.97% 8.47% % 27.12% 11.55% 11.33% 9.73% % 10.04% -10.45% -11.22% -0.24% 0.71 0.11 0.19
Bank Of India Equity Deb… 11
22.67% 14.43% 9.45% 7.60% 8.59% 23.75% 15.38% 10.25% 8.37% 9.28% % % % %
Baroda Bnp Paribas Balan… 12
24.87% 14.09% 15.68% % % 26.37% 15.61% 17.20% % % % % % %
Axis Dynamic Equity Fund 13
23.29% 12.23% 10.72% % % 24.87% 13.67% 12.14% % % % % % %
Dsp Dynamic Asset Alloca… 14
17.93% 8.81% 9.86% 8.46% 8.83% 19.35% 10.17% 11.40% 9.94% 10.14% 6.20% -6.29% -4.70% 1.27% 0.48 0.07 0.10
Pgim India Balanced Adva… 15
14.67% 9.53% % % % 16.65% 11.54% % % % 7.79% -7.85% -9.72% -0.53% 0.86 0.13 0.26
Sundaram Balanced Advant… 16
18.68% % % % % 20.39% % % % % % % % %
Kotak Balanced Advantage… 17
17.32% 10.98% 11.88% % % 18.68% 12.35% 13.21% % % % % % %
Union Balanced Advantage… 18
17.14% 9.42% 11.81% % % 18.51% 10.77% 12.98% % % % % % %
Idfc Balanced Advantage … 19
17.89% 9.73% 10.80% 9.47% % 19.44% 11.24% 12.34% 11.02% % % % % %
Uti Unit Linked Insuranc… 20
10.65% 7.38% 7.76% 7.12% 7.59% 11.44% 8.18% 8.54% 7.85% 8.28% % % % %

Return Calculated On: 08 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Balanced Advantage Fund 14349.6 13162.9 49662.0 43668.54 106698.0 83722.26 160112.4 127806.84
Baroda BNP Paribas Balanced Advantage Fund 14984.4 13493.75 53463.6 45772.34 124308.0 90238.26
Bank Of India Equity Debt Rebalancer Fund 14720.4 13372.09 53949.6 45892.58 94218.0 84870.6 140305.2 123076.46 273564.0 189730.92
DSP Dynamic Asset Allocation Fund 14151.6 13073.45 46375.2 42551.96 96036.0 78116.34 148302.0 118466.38 279612.0 190125.72
Edelweiss Balanced Advantage Fund 14930.4 13499.09 52099.2 44986.46 120132.0 88503.96 189487.2 138525.24 394368.0 231461.16
HDFC Balanced Advantage Fund 16622.4 14236.46 69051.6 52746.95 145146.0 110957.94 239232.0 172456.79 539232.0 299657.52 1836036.0 640375.02
ICICI Prudential Balanced Advantage Fund 14356.8 13206.59 51876.0 44447.33 110574.0 85924.38 177886.8 132868.85 378528.0 223540.2 1250730.0 492866.64
IDFC Balanced Advantage Fund 14146.8 13089.37 47559.6 42538.61 100194.0 79398.24 158281.2 120766.63
Invesco India Dynamic Equity Fund 14896.8 13470.11 50428.8 45073.8 102018.0 84115.8 160624.8 125724.56 349656.0 207778.32 1167948.0 440779.32
ITI Balanced Advantage Fund 14769.6 13397.64 49993.2 43738.16
Kotak Balanced Advantage Fund 14078.4 13058.77 49215.6 43248.28 105150.0 82014.6
LIC Mf Balanced Advantage Fund 13624.8 12776.14
Mahindra Manulife Balanced Dhan Sanchay Yojana 15416.4 13553.53
Mirae Asset Balanced Advantage Fund 14358.0 13072.31
Motilal Oswal Dynamic Fund (Mofdynamic) 15073.2 12856.37 48160.8 43531.96 96516.0 79135.2 148360.8 118538.2
Nippon India Balanced Advantage Fund 14737.2 13404.82 51447.6 44621.32 105882.0 85273.92 166605.6 129914.74 381576.0 217495.32 1339488.0 464998.86
SBI Balanced Advantage Fund 14854.8 13471.0
Shriram Balanced Advantage Fund 15174.0 13688.41 50842.8 45121.46
Sundaram Balanced Advantage Fund 14241.6 13080.91
Tata Balanced Advantage Fund 14383.2 13189.75 51253.2 44189.86 110928.0 85287.78
Union Balanced Advantage Fund 14056.8 13013.53 47160.0 42596.6 104826.0 80770.26
UTI Unit Linked Insurance Plan 13278.0 12567.76 44575.2 39982.03 87180.0 74365.8 135903.6 110115.35 249348.0 177028.68 440154.0 302130.0
PGIM India Balanced Advantage Fund 13760.4 12843.56 47307.6 41974.92
Axis Dynamic Equity Fund 14794.8 13338.67 50886.0 44212.75 99816.0 82279.92

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Balanced Advantage Fund 14512.8 13246.01 51512.4 44512.7 113136.0 86567.1 173846.4 133862.99
Baroda BNP Paribas Balanced Advantage Fund 15164.4 13583.32 55627.2 46715.8 132684.0 93627.48
Bank Of India Equity Debt Rebalancer Fund 14850.0 13440.52 55296.0 46570.39 97746.0 86778.06 147487.2 126688.46 291420.0 197323.2
DSP Dynamic Asset Allocation Fund 14322.0 13161.4 48135.6 43386.12 102930.0 80928.78 163044.0 124842.06 315120.0 204650.16
Edelweiss Balanced Advantage Fund 15111.6 13590.92 54172.8 45907.85 128616.0 91890.0 207253.2 146124.13 440052.0 248979.72
HDFC Balanced Advantage Fund 16724.4 14286.32 70372.8 53312.26 149670.0 113008.32 250874.4 177036.72 575208.0 311724.24
ICICI Prudential Balanced Advantage Fund 14444.4 13251.02 52873.2 44900.75 113976.0 87443.52 187588.8 136366.86 414228.0 234092.64
IDFC Balanced Advantage Fund 14332.8 13183.37 49554.0 43461.61 107340.0 82455.54 174610.8 127476.97
Invesco India Dynamic Equity Fund 15094.8 13571.5 52484.4 46059.48 108930.0 87271.56 176022.0 132250.19 403020.0 224683.32
ITI Balanced Advantage Fund 15050.4 13531.56 53049.6 45089.46
Kotak Balanced Advantage Fund 14241.6 13142.33 51058.8 44086.39 111576.0 84831.24
LIC Mf Balanced Advantage Fund 13856.4 12893.92
Mahindra Manulife Balanced Dhan Sanchay Yojana 15680.4 13684.58
Mirae Asset Balanced Advantage Fund 14559.6 13173.7
Motilal Oswal Dynamic Fund (Mofdynamic) 15254.4 12943.32 49964.4 44390.63 102618.0 81831.78 160952.4 124161.49
Nippon India Balanced Advantage Fund 14917.2 13495.5 53506.8 45538.85 113106.0 88457.28 181465.2 136718.65 422844.0 233005.44
SBI Balanced Advantage Fund 14989.2 13538.78
Shriram Balanced Advantage Fund 15450.0 13828.5 53697.6 46460.56
Sundaram Balanced Advantage Fund 14446.8 13183.09
Tata Balanced Advantage Fund 14586.0 13292.56 53658.0 45253.58 120216.0 89086.8
Union Balanced Advantage Fund 14221.2 13094.66 48927.6 43415.68 110442.0 83372.28
UTI Unit Linked Insurance Plan 13372.8 12618.0 45579.6 40448.59 90402.0 75886.86 142531.2 113176.56 265896.0 184007.52
PGIM India Balanced Advantage Fund 13998.0 12971.15 49953.6 43186.39
Axis Dynamic Equity Fund 14984.4 13432.96 52880.4 45131.0 106422.0 85252.74

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Aditya Birla Sun Life Balanced Advantage Fund

0.55
0.28
0.73
0.37
1.49
0.82
0.89
0.95
-0.6774

Baroda Bnp Paribas Balanced Advantage Fund

Bank Of India Equity Debt Rebalancer Fund

Dsp Dynamic Asset Allocation Fund

0.10
0.07
0.51
0.44
1.27
0.48
0.70
0.71
-5.4335

Edelweiss Balanced Advantage Fund

0.66
0.34
0.77
0.37
0.95
1.00
0.94
1.02
0.9256

Hdfc Balanced Advantage Fund

Icici Prudential Balanced Advantage Fund

1.15
0.65
1.15
0.36
5.67
0.62
0.86
1.29
2.3789

Idfc Balanced Advantage Fund

Invesco India Dynamic Equity Fund

0.63
0.32
0.73
0.38
2.07
0.76
0.86
1.10
-0.2604

Iti Balanced Advantage Fund

0.51
0.28
0.64
0.39
0.54
0.95
0.65
0.93
2.0201

Kotak Balanced Advantage Fund

Lic Mf Balanced Advantage Fund

Mahindra Manulife Balanced Dhan Sanchay Yojana

Mirae Asset Balanced Advantage Fund

Motilal Oswal Dynamic Fund (Mofdynamic)

0.19
0.11
0.47
0.41
-0.24
0.71
0.36
0.79
-3.2789

Nippon India Balanced Advantage Fund

0.68
0.36
0.89
0.37
3.15
0.65
0.87
1.14
-0.6225

Sbi Balanced Advantage Fund

Shriram Balanced Advantage Fund

0.52
0.28
0.82
0.42
1.49
0.75
0.79
1.02
0.1676

Sundaram Balanced Advantage Fund

Tata Balanced Advantage Fund

0.74
0.38
0.90
0.39
3.36
0.65
0.94
1.18
-0.1142

Union Balanced Advantage Fund

Uti Unit Linked Insurance Plan

Pgim India Balanced Advantage Fund

0.26
0.13
0.54
0.42
-0.53
0.86
0.78
0.78
-2.4335

Axis Dynamic Equity Fund

As On: 08 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Balanced Advantage Fund
0.10%
-0.69%
0.29%
3.72%
11.72%
19.58%
11.32%
12.20%
9.65%
%
%
Baroda BNP Paribas Balanced Advantage Fund
0.41%
-1.08%
0.29%
4.28%
14.97%
24.87%
14.09%
15.68%
%
%
%
Bank Of India Equity Debt Rebalancer Fund
0.27%
-1.65%
-1.31%
2.30%
15.65%
22.67%
14.43%
9.45%
7.60%
8.59%
%
DSP Dynamic Asset Allocation Fund
0.03%
-0.37%
1.31%
2.99%
10.64%
17.93%
8.81%
9.86%
8.46%
8.83%
%
Edelweiss Balanced Advantage Fund
0.37%
-1.15%
0.67%
4.03%
15.02%
24.42%
13.11%
14.89%
12.32%
12.63%
%
HDFC Balanced Advantage Fund
0.66%
-1.04%
1.23%
3.11%
20.78%
38.52%
24.25%
19.32%
16.13%
16.21%
16.75%
ICICI Prudential Balanced Advantage Fund
0.22%
-0.54%
-0.42%
3.27%
11.20%
19.64%
12.95%
13.01%
11.31%
12.17%
13.80%
IDFC Balanced Advantage Fund
0.33%
-0.80%
0.69%
3.29%
10.18%
17.89%
9.73%
10.80%
9.47%
%
%
Invesco India Dynamic Equity Fund
0.39%
-0.66%
0.12%
3.51%
14.28%
24.14%
11.89%
11.20%
9.70%
11.29%
13.28%
ITI Balanced Advantage Fund
0.34%
-1.81%
-1.12%
1.61%
14.44%
23.08%
11.57%
%
%
%
%
Kotak Balanced Advantage Fund
0.25%
-0.38%
0.19%
3.26%
10.35%
17.32%
10.98%
11.88%
%
%
%
LIC Mf Balanced Advantage Fund
-0.15%
-0.53%
-0.12%
2.43%
8.51%
13.54%
%
%
%
%
%
Mahindra Manulife Balanced Dhan Sanchay Yojana
0.28%
-1.80%
-0.61%
0.56%
15.63%
28.47%
%
%
%
%
%
Mirae Asset Balanced Advantage Fund
0.15%
-0.88%
0.03%
2.26%
10.46%
19.65%
%
%
%
%
%
Motilal Oswal Dynamic Fund (Mofdynamic)
0.01%
-1.83%
-2.60%
-0.63%
4.27%
25.61%
10.19%
9.97%
8.47%
%
%
Nippon India Balanced Advantage Fund
0.27%
-0.60%
0.37%
3.94%
13.99%
22.81%
12.64%
12.03%
10.28%
12.26%
14.32%
SBI Balanced Advantage Fund
0.26%
-0.52%
0.25%
3.33%
14.90%
23.79%
%
%
%
%
%
Shriram Balanced Advantage Fund
0.74%
-1.44%
-0.17%
1.78%
18.14%
26.45%
12.19%
%
%
%
%
Sundaram Balanced Advantage Fund
0.21%
-0.88%
-0.60%
2.77%
10.59%
18.68%
%
%
%
%
%
Tata Balanced Advantage Fund
0.24%
-0.52%
-0.23%
2.84%
12.21%
19.86%
12.50%
13.08%
%
%
%
Union Balanced Advantage Fund
0.33%
-0.92%
-0.65%
1.43%
11.06%
17.14%
9.42%
11.81%
%
%
%
UTI Unit Linked Insurance Plan
0.02%
-0.16%
-0.09%
1.64%
5.50%
10.65%
7.38%
7.76%
7.12%
7.59%
6.14%
PGIM India Balanced Advantage Fund
0.22%
-1.01%
-0.29%
3.40%
9.09%
14.67%
9.53%
%
%
%
%
Axis Dynamic Equity Fund
0.00%
-0.99%
-0.88%
2.67%
13.74%
23.29%
12.23%
10.72%
%
%
%

As On: 08 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Balanced Advantage Fund
0.11%
-0.67%
0.38%
4.01%
12.35%
20.94%
12.69%
13.53%
10.95%
%
%
Baroda BNP Paribas Balanced Advantage Fund
0.42%
-1.06%
0.38%
4.58%
15.64%
26.37%
15.61%
17.20%
%
%
%
Bank Of India Equity Debt Rebalancer Fund
0.27%
-1.63%
-1.23%
2.55%
16.19%
23.75%
15.38%
10.25%
8.37%
9.28%
%
DSP Dynamic Asset Allocation Fund
0.04%
-0.35%
1.42%
3.29%
11.32%
19.35%
10.17%
11.40%
9.94%
10.14%
%
Edelweiss Balanced Advantage Fund
0.37%
-1.14%
0.77%
4.35%
15.72%
25.93%
14.59%
16.47%
13.77%
13.88%
%
HDFC Balanced Advantage Fund
0.66%
-1.03%
1.29%
3.27%
21.15%
39.37%
25.04%
20.06%
16.92%
16.97%
%
ICICI Prudential Balanced Advantage Fund
0.21%
-0.54%
-0.38%
3.43%
11.54%
20.37%
13.67%
13.69%
12.16%
13.19%
%
IDFC Balanced Advantage Fund
0.34%
-0.78%
0.80%
3.61%
10.88%
19.44%
11.24%
12.34%
11.02%
%
%
Invesco India Dynamic Equity Fund
0.41%
-0.63%
0.25%
3.85%
15.03%
25.79%
13.39%
12.67%
11.15%
12.88%
%
ITI Balanced Advantage Fund
0.34%
-1.78%
-0.98%
2.05%
15.44%
25.42%
13.80%
%
%
%
%
Kotak Balanced Advantage Fund
0.26%
-0.36%
0.28%
3.56%
10.98%
18.68%
12.35%
13.21%
%
%
%
LIC Mf Balanced Advantage Fund
-0.14%
-0.50%
0.01%
2.85%
9.41%
15.47%
%
%
%
%
%
Mahindra Manulife Balanced Dhan Sanchay Yojana
0.28%
-1.78%
-0.47%
0.98%
16.62%
30.67%
%
%
%
%
%
Mirae Asset Balanced Advantage Fund
0.15%
-0.86%
0.15%
2.62%
11.22%
21.33%
%
%
%
%
%
Motilal Oswal Dynamic Fund (Mofdynamic)
0.01%
-1.81%
-2.50%
-0.33%
4.90%
27.12%
11.55%
11.33%
9.73%
%
%
Nippon India Balanced Advantage Fund
0.27%
-0.58%
0.46%
4.24%
14.67%
24.31%
14.12%
13.52%
11.63%
13.42%
%
SBI Balanced Advantage Fund
0.26%
-0.51%
0.32%
3.56%
15.42%
24.91%
%
%
%
%
%
Shriram Balanced Advantage Fund
0.75%
-1.41%
-0.02%
2.23%
19.21%
28.75%
14.26%
%
%
%
%
Sundaram Balanced Advantage Fund
0.21%
-0.86%
-0.48%
3.10%
11.36%
20.39%
%
%
%
%
%
Tata Balanced Advantage Fund
0.25%
-0.50%
-0.12%
3.20%
12.99%
21.55%
14.23%
14.91%
%
%
%
Union Balanced Advantage Fund
0.31%
-0.91%
-0.56%
1.72%
11.60%
18.51%
10.77%
12.98%
%
%
%
UTI Unit Linked Insurance Plan
0.02%
-0.14%
-0.02%
1.83%
5.89%
11.44%
8.18%
8.54%
7.85%
8.28%
%
PGIM India Balanced Advantage Fund
0.28%
-0.96%
-0.14%
3.87%
10.10%
16.65%
11.54%
%
%
%
%
Axis Dynamic Equity Fund
0.05%
-0.95%
-0.80%
2.96%
14.43%
24.87%
13.67%
12.14%
%
%
%

As On: 08 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Balanced Advantage Fund
18.41%
12.95%
13.29%
11.78%
%
%
Baroda BNP Paribas Balanced Advantage Fund
23.82%
16.23%
16.33%
%
%
%
Bank Of India Equity Debt Rebalancer Fund
21.82%
16.41%
13.84%
10.73%
8.86%
%
DSP Dynamic Asset Allocation Fund
16.97%
11.16%
10.49%
9.66%
8.90%
%
Edelweiss Balanced Advantage Fund
23.91%
15.02%
15.54%
14.04%
12.61%
%
HDFC Balanced Advantage Fund
36.20%
26.44%
24.85%
20.18%
17.42%
15.43%
ICICI Prudential Balanced Advantage Fund
19.12%
14.17%
14.34%
12.87%
11.95%
12.40%
IDFC Balanced Advantage Fund
17.22%
11.14%
11.15%
10.20%
%
%
Invesco India Dynamic Equity Fund
23.43%
15.15%
13.48%
11.32%
10.58%
11.09%
ITI Balanced Advantage Fund
22.24%
13.06%
%
%
%
%
Kotak Balanced Advantage Fund
16.73%
12.28%
12.45%
%
%
%
LIC Mf Balanced Advantage Fund
12.19%
%
%
%
%
%
Mahindra Manulife Balanced Dhan Sanchay Yojana
24.80%
%
%
%
%
%
Mirae Asset Balanced Advantage Fund
16.95%
%
%
%
%
%
Motilal Oswal Dynamic Fund (Mofdynamic)
13.47%
12.73%
11.01%
9.67%
%
%
Nippon India Balanced Advantage Fund
22.36%
14.45%
14.03%
12.24%
11.44%
11.72%
SBI Balanced Advantage Fund
23.45%
%
%
%
%
%
Shriram Balanced Advantage Fund
27.03%
15.23%
%
%
%
%
Sundaram Balanced Advantage Fund
17.09%
%
%
%
%
%
Tata Balanced Advantage Fund
18.85%
13.77%
14.04%
%
%
%
Union Balanced Advantage Fund
16.00%
11.23%
11.84%
%
%
%
UTI Unit Linked Insurance Plan
8.87%
6.93%
8.52%
7.61%
7.55%
6.57%
PGIM India Balanced Advantage Fund
13.27%
10.23%
%
%
%
%
Axis Dynamic Equity Fund
21.28%
13.81%
12.58%
%
%
%

As On: 08 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Balanced Advantage Fund
19.77%
14.28%
14.64%
13.08%
%
%
Baroda BNP Paribas Balanced Advantage Fund
25.29%
17.67%
17.84%
%
%
%
Bank Of India Equity Debt Rebalancer Fund
22.94%
17.45%
14.74%
11.54%
9.61%
%
DSP Dynamic Asset Allocation Fund
18.39%
12.50%
11.92%
11.12%
10.29%
%
Edelweiss Balanced Advantage Fund
25.42%
16.44%
17.07%
15.53%
13.97%
%
HDFC Balanced Advantage Fund
37.05%
27.23%
25.61%
20.92%
18.15%
%
ICICI Prudential Balanced Advantage Fund
19.85%
14.88%
15.05%
13.60%
12.82%
%
IDFC Balanced Advantage Fund
18.75%
12.62%
12.67%
11.71%
%
%
Invesco India Dynamic Equity Fund
25.10%
16.67%
14.97%
12.74%
12.05%
%
ITI Balanced Advantage Fund
24.44%
15.18%
%
%
%
%
Kotak Balanced Advantage Fund
18.08%
13.61%
13.82%
%
%
%
LIC Mf Balanced Advantage Fund
14.07%
%
%
%
%
%
Mahindra Manulife Balanced Dhan Sanchay Yojana
26.97%
%
%
%
%
%
Mirae Asset Balanced Advantage Fund
18.59%
%
%
%
%
%
Motilal Oswal Dynamic Fund (Mofdynamic)
14.87%
14.09%
12.36%
10.97%
%
%
Nippon India Balanced Advantage Fund
23.85%
15.87%
15.52%
13.67%
12.73%
%
SBI Balanced Advantage Fund
24.56%
%
%
%
%
%
Shriram Balanced Advantage Fund
29.36%
17.28%
%
%
%
%
Sundaram Balanced Advantage Fund
18.74%
%
%
%
%
%
Tata Balanced Advantage Fund
20.52%
15.43%
15.81%
%
%
%
Union Balanced Advantage Fund
17.31%
12.55%
13.12%
%
%
%
UTI Unit Linked Insurance Plan
9.67%
7.71%
9.33%
8.38%
8.28%
%
PGIM India Balanced Advantage Fund
15.31%
12.18%
%
%
%
%
Axis Dynamic Equity Fund
22.82%
15.24%
14.02%
%
%
%